Resources and Events

Resources

To learn more about legacy giving or any of the following resources, contact Planned Giving Officer Donna Driscoll for a confidential conversation at 781-624-8142 or email her.

If you have an existing estate plan, we can review it and discuss the following with you:

• Health care proxy
• Living will (not valid in MA)
• Power of attorney (durable)
• Wills
• Trusts (revocable and irrevocable)
• Annuity contracts/retirement accounts/insurance policies
• Titling of assets

If you have no existing estate plan, we can:

• Explain the vital importance of a will and discuss laws of intestacy
• Explain the probate process
• Explain the difference between revocable and irrevocable trusts
• Illustrate income and estate tax strategies
• Recommend attorneys, accountants and financial advisors
• Show you various ways to give to your favorite charities

Events

We offer a variety of events for our Legacy Society supporters. For more information about the following events, contact Planned Giving Officer Donna Driscoll at 781-624-8142 or email her.

Health and Wellness Programs

• Wellness clinics
• Nutrition classes
• Men’s health
• Women’s health
• Exercise programs
• Holistic approaches to health care

Social Opportunities

• Annual gatherings
• Functions with clinicians

Foundation Clinical Liaison Program

We are committed to providing support and guidance to patients and families, and to helping our donors and other hospital friends navigate our health care programs and services. The Foundation Clinical Liaison Program offers a wide range of assistance measures, from the services of our inpatient concierge to helping outpatients arrange physician appointments.

Please note that we cannot give legal or tax advice, but can help lay the foundation for the best possible estate planning scenario for you and your family.